Trilines Winter 2016 Issue

WINTER 2016 JOIN US ON APRIL 11TH FOR: “MARKETING TO THE MODERN CONSUMER”

TRICOUNTY DONATED $10,000 TO THE RONALD MCDONALD HOUSE OF LONG ISLAND. SEE PG. 6 FOR DETAILS. [1]

PRESIDENT’S MESSAGE

One of the best resources we have is IIABNY. The

members of your TriCounty Board of Directors turn to them o>en for a variety of informa?on, whether it is educa?on, webinars, markets and much more. If you’re not already taking advantage of the many Big “I” member benefits offered, including the following, I recommend that you do.

IIABNY has developed several excellent employee

benefit programs that you should consider. With our aging workforce and the need to aLract new young talent (and keep them once hired), these programs are vital to the independent Peter Phillips President

agent and broker today. The dental and vision plans, as explained in the flyers following this ar?cle, only require 2 employees to par?cipate and they can be set up as either ‘employer paid’ or ‘employee paid’. That means, even agencies who may be struggling with overhead issues can s?ll offer their employees two excellent benefit plans that provide important coverage for themselves and their families at very aLrac?ve rates.

IIABNY has also designed an excellent group life, AD&D

and long term disability program through MetLife that includes the op?on of purchasing addi?onal voluntary life coverage. This package is only available as an employer paid benefit, however, it does allow agencies the opportunity to buy several different levels of coverage based on job descrip?ons. For full details, please contact Eric DeFrancesco

[2]

Contact James Bastian: Phone: 866-443-8859 Email: JamesB@APagents.com

WHY JOIN ADVANTAGE PARTNERS NETWORK? BECAUSE OUR PARTNERS ARE YOUR PARTNERS • Represent the Most Competitive Major Insurance Companies • No fees, up-front costs or long-term contracts • Agent owns 100% of the business • Ability to earn Carrier profit sharing, incentives and bonuses Advantage Partners is the trusted resource for market access and agency appointments. We work with you as the independent insurance agent to help you achieve greater success.

[3]

STRENGTH

INTEGRITY

COMMITMENT

We are so proud to celebrate 100 years of doing business. Times change, people change but our relationships with brokers continues to thrive. We truly look forward to the next 100 years!

• Homeowners & New Expanded Multi-Tier HO Product • Multi-Tier Personal Auto • Personal & Commercial Assigned Risk 155 Mineola Boulevard Mineola, NY 11501 www.IAOins.com 516 248-1100

THE COMPANY YOU CAN TRUST...SINCE 1914 [4]

PRESIDENT’S MESSAGE CON’T

in the IIABNY Membership Department 1-800-851-8853 Ext 241.

We all know our business is becoming increasingly more

compe??ve. The value we bring to the table is personalized, professional advice and service. That requires finding, training and retaining quality staff at every level. IIABNY developed programs like these specifically to help achieve that. They are just a few of the many benefits of IIABNY membership and I encourage you to check them out and see if they will work well in your agency.

The members of the TriCounty Board of Directors would

like to take this opportunity to wish you, our readers, a very healthy and prosperous new year. Please contact any of us if you have ques?ons or concerns.

Peter Phillips

My thanks to Jamie Deapo of IIABNY for poin8ng out the merits of this program and supplying the specifics for this ar8cle. If you have ques8ons or wish to discuss any member benefit, please call IIABNY direct…..Jamie Deapo (ext 232) or Eric DeFrancesco (ext 241). They will be glad to help you.

[5]

Comprehensive.

Flexible.

Competitive.

Employee Benefit Packages Created Exclusively for IIABNY Members Life & Disability Package

Preferred Dental Program

Preferred Vision Program

Underwritten by MetLife

Underwritten by Guardian (Guardian Life Insurance Company of New York)

Underwritten by Davis Vision

Package includes:

Dual Plan Options: Standard or Enhanced

Dual Plan Options: Standard or Enhanced

Contribution Options: Voluntary or Contributory

Contribution Options: Voluntary or Contributory

Highlights include:

Highlights Include:

• Expansive network • Guardian Maximum Rollover Feature • Children (full-time students) covered to age 26 • Orthodontia included, subject to policy terms and conditions • No deferred services for new employees

• Eye exam once every 12 months • Spectacle lenses once every 12 months • Frames once every 12-24 months (depending on chosen plan) • Contact lenses in lieu of glasses once every 12 months • *Co-pay schedule applies

• Life & AD&D • Long Term Disability • Voluntary Life Highlights include: • Life Benefits up to $500,000 • DBL weekly benefits up to $1,000 • LTD monthly benefits up to $10,000 (groups of 1-9 employees) • LTD monthly benefits up to $15,000 (groups of 10 or more) • Attractive guarantee issue limits guaranteed issue up to $250,000

Contact Eric DeFrancesco 800-962-7950, ext. 241 • edefrancesco@iiabny.org Employee Benefit Packages are available through IAAC (IIABNY’s membership services division) and powered by

[6]

I I A B NY M E M B E R D E N TA L P L A N • Co m p e t i t i ve R ate s • Fl ex i b i l i t y • U n d e r w r i t te n by G u a rd i a n (G u a rd i a n L i fe I n s u ra n ce Co m p a ny o f N e w Yo r k )

Multiple Plan Options:

Employees choose the plan that is best suited for their needs based on plan features, limits, and cost.

Two Contribution Methods:

IIABNY members may use one of two enrollment options when offering dental to their employees: Voluntary: Employee pays the entire monthly premium.

A powerful way to increase employee satisfaction with your benefits package without adding costs to the agency!

Contributory: Employee shares in the monthly premium.

The agency contributes a minimum of 20% or more of the total monthly premium.

Additional Highlights Include:

•

Expansive network of dental providers

•

Children covered to age 26 (full-time students)

•

Guardian Maximum Rollover Feature

•

Orthodontia included

•

No deferred services for new employees

•

Online administrative and billing services

(allows employees to roll benefits forward to future years based on their utilization of the provider networks and benefits)

For more information, plan summaries/benefits, or a quote contact

5784 Widewaters Parkway, 1st Floor, Dewitt, NY 13214 • www.iiabny.org

[7]

Eric DeFrancesco 800-851-8853, ext. 241 edefrancesco@iiabny.org

All You Need is Four Eyes.

(Two Enrollees)

I I A B NY M E M B E R V I S I O N P L A N Underwritten by Davis Vision Headquartered in New York State

Highlights Include: •

Minimum participants: 2 employees (regardless of agency size)

•

Exam:

12 months (with dilation)

•

Flexible plan options

•

Lens:

12 months

•

Competitive rates

•

Frames:

12 or 24 months

•

Online application and enrollment

•

Contacts:

12 months (in lieu of glasses)

•

No census, no underwriting

IIABNY members may use one of two enrollment options when offering vision to their employees: Voluntary: Employee pays the entire monthly premium.

A powerful way to increase employee satisfaction with your benefits package without adding costs to the agency!

Contributory: Employee shares in the monthly premium.

The agency contributes a minimum of 20% or more of the total monthly premium.

For more information, plan summaries/benefits, or a quote contact

5784 Widewaters Parkway, 1st Floor, Dewitt, NY 13214 • www.iiabny.org

[8]

Eric DeFrancesco 800-851-8853, ext. 241 edefrancesco@iiabny.org

TriCounty donates $10,000 to the Ronald McDonald House of Long Island.

Members of the TriCounty Board

of Directors presented a check for $10,000 to the Ronald McDonald House of Long Island on January 21, 2016. The check represented proceeds from the TriCounty ‘Cabaret’ post holiday party held on January 11th at K-Pacho Restaurant in New Hyde Park, New York.

Matthew Campo, RMHLI President with Peter Phillips, TriCounty president.

“We were so impressed with the

work of this fine organization, we wanted to contribute as best we could”

said Peter Phillips, President of TriCounty. “$10,000 was our goal and, with the help of the dedicated volunteers at Ronand McDonald House, our sponsors and guests on January 11, we reached it!” he added.

Twenty two companies sponsored this gala event which drew close to 200 guests.

[9]

Connecting For A Cause con’t

“Sponsorships, along with proceeds from the 50/50 drawing made the size of

donation possible” said James Bastian, TriCounty’s treasurer.”and we thank everyone for their generosity”.

The Ronald McDonald House of Long Island is located in New Hyde Park, the House accommodates families in a warm and supportive environment. For 30 years, the House has been a home-away-from-home for over 21,000 families in the United States and more than 80 countries around the world who are dealing with the pain of having a child undergoing medical treatment at nearby hospitals.

Matthew Campo (center) holding a symbolic check with (l-r) Richard Satin, RMHLI board member and TriCounty officers, Ron Brunell, James Bastian, Peter Phillips and Adam Erickson.

[10]

LUNCH & LEARN WEBINAR The Top Dozen E&O Cases Affecting New York Agents & Brokers.

Jim Keidel and Chris Weldon, Partners with KWC,LLP will share their experience in representing agents and brokers in New York regarding common cases and how to avoid them.

DON’T MISS THIS “LUNCH & LEARN” WEBINAR!

TUESDAY, MARCH 8, 2016 Time: Webinar starts at noon and will conclude at 1:00 It is offered to TriCounty members, free of charge.

Here is some of what you’ll learn….

• • • • •

The duty of care for Insurance Agents & Brokers.

What constitutes a special relationship?

Specific request for insurance coverage.

The duty to read defense.

Liability of an agent or broker

REGISTER AT https://attendee.gotowebinar.com/register/685771272517189634 After registering, you will receive a webinar link two business days prior to the webinar as well as hand out material.

[11]

Save the Date April 4, 2016

Join TriCounty & IIABSC for a luncheon meeting.

“Marketing to the Modern Consumer”

The Independent Agency Guide to Digital Marketing Presenter: Casey Preston COO (Co-Founder) Stratosphere Marketing Solutions Stratosphere Marketing is a full service web design and digital marketing agency specializing in the insurance industry with over 400 independent agency clients and national partnerships with MetLife and Kemper.

Please visit www.tricountyagents.com or www.suffolkagents.com

Details To Follow Soon!

[12]

[13]

OUR 2016 SCHOLARSHIP PROGRAMS ARE UP AND RUNNING! About Our Scholarships…

STEPHEN T. DOOLEY – COMMUNITY SERVICE SCHOLARSHIP The Stephen T. Dooley Community Service Scholarship was started after the passing of one of our outstanding presidents, Steve Dooley.

Steve was a natural leader and a major

influence in the formation of the merger of the Nassau and Queens associations into TriCounty.

He was the president of TriCounty in 2001

– 2002 and continued to serve on the board in various roles until his death in February, 2005 from cancer. Steve was also very active with IIABNY. He was well known for his charity work and youth group activities in his Garden City community, inspired by his wife and 3 sons he left behind.

In Steve’s memory, we formed the Stephen T. Dooley Community Service

Scholarship which is presented each year to a college-bound high-school senior for exemplary community service.

Award Eligibility•Nominee must be a student in good standing at a participating school.

[14]

OUR 2016 SCHOLARSHIP PROGRAMS ARE UP AND

•Nominee must have an exemplary record of VOLUNTEER service for the betterment of his or her community. This award is not based on grades.

•Nominee must be a positive role model.

•Nominee will be judged on his/her community service involvement throughout high school.

JOEL S. POLLACK – MEMORIAL SCHOLARSHIP

Joel Pollack was a rising star in the Queens & Kings Big “I” association when

he was killed by a DWI driver over Memorial Day weekend in 1998 in Suffolk County. He was 35 years old and already a highly regarded member of our industry, with a promising future.

As a carryover from the memorial recognition granted by IIA Queens & Kings

County, TriCounty established this educational scholarship in Joel’s honor to assist graduating high school seniors in furthering their education. Winners of this award are based on outstanding essays, usually on insurance questions and prepared by our scholarship committee each year.

This year’s question is: “How do you get your friends to stop texting while driving?”

[15]

OUR 2016 SCHOLARSHIP PROGRAMS ARE UP AND RUNNING! con’t Award Eligibility•Nominee must be a student in good standing at a participating school.

•Nominee must have an exemplary academic record. Please include transcript.

•Nominee must write an essay as noted on the application.

This year each scholarship winner will receive $1,000 which will be mailed to

the college of their choice to be deposited into their accounts.

*Participating schools must be in Nassau, Queens, Kings, or Staten Island

counties. Students may apply for one or both scholarships.

If you know someone who is eligible to receive either of these awards, be

sure to let them know.

Entry deadline is March 31st 2016.

Elisa Grober

Scholarship Program Co-Chair

[16]

Our 2016 Scholarship Programs Have Started !

Please go to our website – www.tricountyagents.com to find information and

applications for the Joel S. Pollack Memorial Scholarship and the Stephen T. Dooley Community Service Scholarship.

These awards are granted for continuing education. All graduation seniors

coming from high schools in Nassau, Queens, Brooklyn and Staten Island and planning to attend college are eligible to apply.

Deadline is March 31st

[17]

What A Party It Was!

by Andrew Chong

We would like to give a huge ‘thank you’ to

everyone who came and supported our successful post-holiday networking party on January 11th at K-Pacho! The cabaret dancers put on phenomenal live musical performances.

Singing and dancing along to the exciting music in the midst of colorful costumes easily made it a night to remember. The event was complete with good food and great company.

We also had 50/50 raffles with four prizes of $500 each. All of our altruistic

winners returned their winnings to give to a greater cause – the Ronald McDonald House of Long Island. This organization’s mission is to provide a safe and comfortable shelter to families who are experiencing the pain of having a sick child in a neighboring hospital. Through this event, we all raised enough money to fully support a family to stay at Ronald McDonald House of Long Island free of charge for one full year or a number of families for shorter stays.

[18]

What A Party It Was! con’t

On Tuesday, January 21st, Peter Phillips and others on the TriCounty Board

of Directors presented a check for $10,000 to leaders of Ronald McDonald House of Long Island. We thank everyone who purchased a 50/50 ticket at our cabaret party on January 11th for contributing to this donation.

Don’t miss out on the next opportunity to meet fantastic people and share in

the joy of giving back. We hope that you would join us for our next event!

Thank you,

Andrew Chong

VISIT US AT WWW.TRICOUNTYAGENTS.COM

[19]

Come To The Cabaret Pictures from January 11, 2016

[20]

[21]

[22]

[23]

[24]

Around the Room To see all the Cabaret photos, go to www.tricountyagents.com

[25]

[26]

[27]

[28]

[29]

[30]

[31]

[32]

Cabaret Sponsors Platinum Sponsors

Adirondack Insurance Exchange/National General Ins. Advantage Partners Inc. Investors Bank Phillips Brokerage, Inc.

Gold Sponsors

AIG ARC Underwriting Partners Peter Stellatos, CPA Phillips Brokerage of Bayside Phillips General Insurance, Port Washington

Silver Sponsors

Interboro/Maidstone Insurance Group MAPFRE Narragansett Bay Insurance Company New Empire Group Schnader Harrison Segal & Lewis, LLP Tapco Insurance Services

Bronze Sponsors

Caliendo Architects Morstan General Agency Program Brokerage Corporation Progressive SERVPRO of Hicksville/Plainview Total Restoration Travelers

[33]

[34]

HEARD AROUND TOWN

2014 Top 10 Market Conduct Ac5ons for Property/ Casualty Insurers 1.Failure to acknowledge, pay, inves?gate or deny claims within specified ?meframes 2.Using unapproved/unfiled rates and rules or misapplying ra?ng factors 3.Failure to provide required compliant disclosures in claims processing 4.Failure to cancel or non-renew policies in accordance with requirements 5.Failure to process total loss claims properly 6.Failure to adhere to producer appointment, termina?on, records and/or licensing requirements

Stephen Folan Past President 2009 - 2011

7.Improper/incomplete documenta?on of underwri?ng files Joe Tunkel is a Past President of the IIAA of Nassau County.

When Joe was the editor of the old Nassau publication, he wrote an article entitled, “Heard Around Town.”

Recently, one of the TriCounty board members was discussing TriLines, and commented that he always looked forward to Joe’s article.

We have decided to revive it here.

8.Improper/incomplete documenta?on of claim files 9.Failure to provide required compliant disclosures in underwri?ng processes 10.Failure to process and pay claims in accordance with policies

Source: Wolters Kluwer Financial Services

Governor announces first carrier applica5on of smartphones for proof of insurance

[35]

Gov. Andrew M. Cuomo announced that GEICO has become the first insurance company in New York allowed to provide customers with electronic iden?fica?on cards for their smartphones and electronic devices. At the governor’s direc?on, the state Department of Motor Vehicles amended its regula?ons in April to allow insurance companies to issue e-cards to their customers. This new feature is now available to New York customers on the GEICO app. The e-cards can be used when registering vehicles and during traffic stops.

Berkshire Unit Prepares to Sell Insurance Direct to Business via Internet Berkshire Hathaway Inc. plans to sell insurance directly to businesses over the Internet, paving the way for Chairman Warren BuffeL to expand his company’s insurance opera?ons. Berkshire Hathaway Direct Insurance Co. will ini?ally focus on workers’ compensa?on and business owners’ package policies.

U.S. Highway Deaths Up U.S. highway deaths increased 8.1 percent in the first half of 2015, partly fueled by low gas prices and the resul?ng 51.9 billion more miles driven compared to the same period the previous year, as well as higher rates of distracted driving. Look to see if the fatali?es con?nue to escalate, pushing the auto insurance industry to respond by increasing premiums. Fortunately, New York was not listed by the Na?onal Safety Council among the top 15 states with the highest percentage increase in traffic deaths from 2014 to the first six months of 2015. Oregon holds that dubious honor.

[36]

Best, Worst States for Insurance Regula5on Vermont, Utah, Iowa, Virginia and Kentucky get an “A” and North Carolina an “F” in one think tank’s annual grading of states on how they regulate the property/casualty insurance industry. Louisiana, New York, Texas, Florida, California, Hawaii and Montana also came in at the boLom with low grades of “D”.

The 2015 Insurance Regula?on Report Card, the R Street Ins?tute’s annual publica?on, assigns scores in 10 different areas including solvency monitoring, an?-fraud efforts, ra?ng and underwri?ng freedom, minimizing poli?ciza?on of regula?on, consumer protec?on and fostering compe??ve markets.

New York’s strength was an?-fraud resources while its weaknesses were solvency regula?on, consumer protec?on, fiscal efficiency, excessive rate regula?on and underwri?ng restric?ons.

NYSIF introduces online audit scheduling system The New York State Insurance Fund today announced the release of its electronic Premium Audit Scheduling System (PASS). This new system allows NYSIF policyholders scheduled for a premium audit to choose a more convenient date and ?me, or to change the audit loca?on, by visi?ng NYSIF’s website.

[37]

Upcoming Industry Events MARCH 2016

JUNE 2016

8th - TriCounty Webinar - The Top Dozen E&O Cases Affecting New York Agents and Brokers

1st - TriCounty Installation Dinner Chateau Briand, Carle Place

23rd - Charity Event - Crest Hollow Country Club, Woodbury, NY

5th - 7th - PIA Annual Conference Harrah's Resort & Casino, Atlantic City

4th - QCIP Installation & Honoree

28th - IPALI Installation Dinner APRIL 2016 7th - QCIP Poster Dinner

JULY 2016

11th - TriCounty & IIABSC "Marketing to the Modern Consumer" - Jewel Restaurant, Melville

19th - Downstate Nine & Dine Golf Event

26th - IPALI Executive Board Meeting

AUGUST 2016

MAY 2016

15th - NY YIP Golf Open - Seawane Club, Hewlett Harbor

7th - QCIP Cinco de Mayo Event

22nd - IIABSC Scholarship Golf Outing

12th - IIABNY Annual Meeting - Thayer Hotel, West Point

TBD - Downstate Fishing Outing

17th - IIABSC Installation Dinner Lombardi's on the Bay, Patchogue

SEPTEMBER 2016

23rd - Molloy Golf Outing

28th - LIIC Gala

24th - IPALI Annual Small Chinese Auction

OCTOBER 2016 6th - TriCounty Oktoberfest

Have an event you would like listed, please contact Jeanne Abatelli 516-681-6265 or click here to email me. Calendar is available on line please visit Downstate [38]

INSURANCE PROFESSIONALS ASSOCIATION OF LONG ISLAND

Join us at our TH

20

ANNUAL CHARITY EVENT Honoring

ANDY MEEHAN UTICA NATIONAL INSURANCE GROUP for the support and dedication to our organization and our charities

Casino * Chinese Auction * Silent Auction * Dancing Buffet Dinner and Open Bar Wednesday, March 23, 2016 Time: 6 p.m. – 10 p.m.

Place: Crest Hollow Country Club Jericho Turnpike, Woodbury, NY

$80 per person; $750 for table of 10 people PROCEEDS WILL BE DONATED TO THE SAFE CENTER AND THE LONG ISLAND SPECIAL OLYMPICS

_______________________________________________________________________________________________________

RESERVATION FORM Name: ____________________________________________________ Agency/Company: __________________________________________ Phone: _____________________E-mail:_________________________ Mail check payable to: IPALI C/O Kim Spinello 252 Chestnut Avenue, East Meadow, NY 11554

Or e-mail RSVP to Kim. Spinello@usi.biz Credit cards accepted!!

Card #_______________________________________ MC/VISA/AMEX Exp Date______________CVV________Billing Zip Code___________ [39]

[40]

[41]

[42]

[43]

announces excl usi ve

BAR AND NIGHTCLUB PROGRAM

EXCLUSI VE PROGRAM FOR: - NI GHTCLUBS - ADULT NI GHTCLUBS - LI VE MUSI C VENUES - BARS & TAVERNS - COMEDY CLUBS - J AZZ CLUBS - LOUNGES - RESTAURANTS

HI GHLI GHTS I NCLUDE: - A. M. BEST RATED " A+" XV - 100% LI QUOR SALES ACCEPTED - $0 DEDUCTI BLE - EXCESS AVAI LABLE - GENERAL LI ABI LI TY - LI QUOR LI ABI LI TY - ASSAULT & BATTERY

VI SI T OUR WEBSI TE AT WWW. RMS- HG. COM For addi t i onal i nf or mat i on, c ont ac t : MARK DERRENBERGER: mder r enber ger @r mshg. com 516- 742- 8585 [44] ext . 204

[45]

IIABNY 2016 Spring Seminar Schedule The following seminars will be held at Four Points Sheraton, Plainview unless indicated otherwise.

2/23/16 3/03/16 3/10/16 3/15/16 4/08/16 4/27/16 4/27/16 5/03/16 6/01/16 6/08/16

ACSR-5 Pro.Development & Acc Mge. ACSR-7 Commercial Lines Liability NYAIP Producer Procedures 2015 & Beyond Employee Benefit regs.

NYAIP Producer Procedures Cyber Liability Identifying & Preventing Ins. Fraud Commercial Lines Ins. Kaleidoscope AAI 83-B Ins. Production Environment E&O VIDEO

full day full day ½ day, am ½ day, am ½ day, am ½ day, am – LaQuinta. GC ½ day, pm – LaQuinta, GC full day full day ½ day, am – Hofstra, Hemp.

The following seminar will be held at Adria Hotel, Bayside 2/26/16

NYAIP Producer Procedures

½ day, am

The following seminars will be held at Belfor Restoration in Ronkonkoma, NY unless noted otherwise.

2/25/16 3/30/16 4/26/16 4/26/16 5/17/16 6/08/16 6/15/16

NYAIP Producer Procedures There’s No Place Like Homeowners Cyber Liability Identifying & Preventing Ins. Fraud E&O Loss Control – LIVE E&O Loss Control - VIDEO NYAIP Producer Procedures

½ day, am full day ½ day, am ½ day, pm ½ day, am – Islandia Marriott ½ day, am – Location TBA ½ day, am

For a complete schedule and registration forms, including Online and “at your desk’ webinar classes, go to the Education & Events Tab at www.iiaany.org.

For more information, call IIABNY’s Education Department at 1-800-962-7950.

[46]

BOARD MEMBERS OFFICERS

Peter Phillips President

Adam P. Erickson Vice President

James G. Bastian Treasurer

Ronald Brunell, CIC Secretary

Eileen Black, CPCU

Andrew Chong

Alex Giraldo

Neil Levy, CPA, CFP

Christopher M. Wukovits

Immediate Past President

DIRECTORS

Elisa J. Grober

[47]

Frank J. Elorza

1

OFFICERS & DIRECTORS OFFICERS President Peter Phillips pphillips@phillipsbrokerage.c om Phillips Brokerage, Inc. 37-19 Broadway Astoria, NY 11103 718-545-4700 fax: 718-545-8531 Vice President Adam P. Erickson Carlstan North Hills Agency adam@carlstan.com 261-20 Hillside Avenue Floral Park, NY 11004 718-343-6450 Treasurer James G. Bastian jamesb@apiagents.com Advantage Partners, Inc. 37-19 Broadway Astoria, NY 11103 347-721-9839 Secretary Ron Brunell, CIC RBrunell@sbbinsure.com The Signature B&B Companies 501 Franklin Ave, Garden City, NY 11530 (516) 764-1100

Immediate Past President Frank J. Elorza felorza@clubagency.com Club Agency 1051 Franklin Avenue Garden City, NY 11530 516-873-2387 fax: 516-742-70711

Elisa Grober egrober@giains.com Grober Imbey Insurance One Sunrise Plaza Valley Strem NY 11580 (516) 872-9500 Neil Levy, CPA, CFP CBS Coverage Group, Inc. 111 Express Street Plainview, NY11803

(516) 938-9000

DIRECTORS Eileen Black, CPCU eblack@abatelliinsurance.com Abatelli Insurance Group 24-55 Francis Lewis Blvd Whitestone, NY 11357 (718) 352-6000 Andrew Chong andrew@hduco.com HD Underwriting Agency Inc. 159-15 Northern Blvd Suite 102 Flushing NY 11358 718-359-2003 Alex Giraldo agiraldo@clubagency.com Club Agency 1051 Franklin Avenue Garden City, NY 11530 516-873-2443

[48]

Chris Wukovits cwukovits@aaany.com AAA of NY Ins. Services, Inc 1415 Kellum Place Garden City, NY 11530 (516) 877-5219

OTHER POSITIONS TriCounty IIAA Executive Director Patricia Calvert 132 Peachtree Lane Roslyn Heights, NY 11577 calvertpc@aol.com 516-621-2209 Tri-Lines Publisher Jeanne Abatelli 150 Dartmouth Drive Hicksville, NY injeanious1@optonline.net 516-681-6265 TriCounty IIAA Director of Sales Jeanne Abatelli 150 Dartmouth Drive Hicksville, NY injeanious1@optonline.net 516-681-6265

IIABNY Positions Immediate Past Chair of the Board James D. Sutton, CPCU, AAI, CIC jsutton@suttonins.com James F. Sutton Agency, Ltd. 143-149 Main Street East Islip, NY 11730 631-446-3165

IIABNY President & CEO Richard A. Poppa, CAE, AAI dpoppa@iiabny.org IIABNY 5784 Widewaters Pkwy Dewitt, NY 13214 800-962-7950 516-568-0800

Regional Director Michael Vanderwerker Assured SKCG, Inc. 123 Main Street 14th Floor White Plains, NY 10601 p: 914.220.6911 f: 914.761.3749 e: mvanderwerker@skcg.com Regional Director John Cofini BNC Insurance Agency, Inc. 111 S. Ridge Street Rye Brook, NY 10573 p: 914.881.4844 f: 914.937.1124 e: jcofini@bncagency.com

Pryor Personnel Agency Inc. The Insurance Specialist since 1970 local, National and International Recruitment www.ppryor.com ppryor1578@aol.com

Phone (516) 935-0100

[49]

Public Service Insurance Company Western Select Insurance Company Paramount Insurance Company

One Park Avenue New York, NY 10016-5802 1 (888) ONE - PARK www.mcarta.com

[50]

Independent Insurance Agents & Brokers of America, Inc. 20 F Street NW, Suite 610 • Washington, DC 20001 202.863.7000 • F:202.863.7015 • InsurPac@IIABA.net

Name:

Title/Occupation:

Business Name: Address: City:

State:

Email:

Zip: Phone:

Suggested Contribution: $

❏ I am a Young Agent

One-Time Payment (Check or Credit Card) ❏ $5,000 Millennium Club

❏ $1,000 Centennial Club

❏ $250 Pioneer Club

❏ $100 Young Agent

❏ $2,500 Platinum Club

❏ $500 Gold Club

❏ $150 Founders Club

❏ $

(Other)

OR Monthly Payments (credit card withdrawal on the 15th of each month) Start Month: End Month:

/2015 /

❏ $250 Month ❏ $100 Month

❏ $50 Month ❏ $25 Month

❏ $10 Month ❏ $

Month

❏ No end date Personal Check (payable to “InsurPac”) Credit Card: ❏ American Express Card Number:

❏ VISA

❏ Mastercard Exp. Date:

/

****All forms of payment must be by personal check, credit card or non-incorporated agency check.

Authorized Signature:

Date:

/

/

Contributions or gifts to InsurPac are not deductible as charitable contributions for purposes of federal income tax. Federal law requires us to use our best efforts to collect and report the name, mailing address, occupation and employer for each individual whose contributions aggregate in excess of $200 in a calendar year. Your contribution should be considered strictly voluntary.

[51]

Committees 2015- 2016 Communications, Public Relations & Website Alex Giraldo & Neil Levy – Co-Chairs, Eileen Black, Ron Brunell, Chris Wukovits, Jeanne Abatelli

Downstate James Bastian, Ron Brunell, Frank Elorza

Scholarship Peter Phillips & Eileen Black Co-Chairs, Elisa Grober, Pat Calvert

IIABNY Liaison & Member Services Alex Giraldo - Chair, Frank Elorza, Adam Erickson, Kevin Crossley, Pat Calvert

Legislation and InsurPac Peter Phillips & James Bastian - Co-Chairs, Neil Levy, Frank Elorza, Steve Folan

Meetings & Programs Adam Erickson & Andrew Chong - Co- Chairs, Alex Giraldo, Chris Wukovits, Jeanne Abatelli, Pat Calvert

Installation Dinner "

Adam Erickson, Peter Phillips, Jeanne Abatelli, Pat Calvert

Next Gen Adam Erickson - Chair, Andrew Chong, Elisa Grober

Sponsors & Advertising Jeanne Abatelli & James Bastian – Co-Chairs

Tri Lines Jeanne Abatelli - Editor and Co- Chair, Frank Elorza – Co-Chair , Pat Calvert

Tri-County members are invited to join a committee of their choice. Please contact a committee member or Pat Calvert 516-621-2209 calvertpc@aol.com for details.

[52]

CABARET SPONSOR INFORMATION PLATINUM SPONSORS

GOLD SPONSORS

Adirondack Insurance Exchange Phone: (917) 485-4855 Contact: Joshua Eelman Email: Joshua.Edelman@ngic.com

AIG Address: 32 Old Slip Rd, 22nd Floor, New York, NY 10138 Phone: (646) 857-2099 Contact: Monica Murphy Email: Monica.Murphy@aig.com

Advantage Partners Address: 73 Cutter Mill Road, Great Neck, NY 11021 Phone: (866) 443-8859 Contact: James Bastian Email: jamesb@apagents.com Investors Bank Address: 101 JFK Parkway, Short Hills, NJ 07078 Phone: (973) 738-2492 Contact: Mary Lynne Andreula Email: mlandreula@myinvestorsbank.com

ARC Underwriting Partners Address: 73 Cutter Mill Road, Great Neck, NY 11021 Phone: (516) 726-1500 Contact: Andrew Chong Email: andrew.chong@arcunderwriting.com Peter Stellatos, CPA Address: 42-27 Bell Blvd., Bayside, NY 11361 Phone: (718) 229-1004 Contact: Peter Stellatos Email: peter@TaxtimeNYC.com

National General insurance Address: 5630 University Parkway, Winston Salem, NC 27105 Phone: (800) 526-0332 Contact: Jim Schaffner Email: jim.schaffner@ngic.com

Phillips Brokerage Bayside Address: 42-27 Bell Blvd., Bayside, NY 11361 Phone: (718) 229-8900 Contact: John Papaporfiriou Email: aroditis@phillipsbrokerage.com

Phillips Brokerage Address: 37-19 Broadway, 2nd Floor, Astoria NY 11103 Phone: (718) 545-4700 Contact: Peter Phillips Email: pphillips@phillipsbrokerage.com

Phillips General Insurance, Pt Washington Address: 180 Main Street, Suite2, Port Washington, NY 11050 Phone: (516) 489-9800 Contact: Chris Dritsas Email: chris@apagents.com

[53]

SILVER SPONSORS

BRONZE SPONSORS

Interboro insurance Group Address: 155 Mineola Blvd., Mineola NY 11501 Phone: (516) 248-1100 Contact: Peter N. Resnick Email: presnick@iaoins.com

Gerald J. Caliendo Architect Address: 138-72 Queens Blvd., Briarwood, NY 11435 Phone: (718) 268-9098 Contact: Gerald Caliendo Email: gerry@caliendoarchitects.com

MAPFRE Insurance Address: 901 Franklin Ave, Garden City, NY 11530 Phone: (516) 564-8000 Ext 26201 Contact: Greg Clark Email: gclark@mapfreusa.com

Morstan General Agency Address: 600 Community Dr, Lake Success, NY 11020 Phone: (516) 721-5846 Contact: Bob Birner Email: bbirner@morstan.com

Narragansett Bay Insurance Company Address: 25 Maple Street, Pawtucket, RI 02860 Phone: (516) 352-2764 Contact: Donna Doyle Email: ddoyle@nbic.com

Program Brokerage Corporation Address: 100 Sunnyside Blvd., Woodbury, NY 11797 Phone: (516) 496-1346 Contact: Gary Shapiro Email: GShapiro@programbrokerage.com

New Empire Group Address: 214 West Park Ave., Long Beach, NY 11561 Phone: (516) 431-8300 Contact: Deborah Mackoul Email: deborahk@newempiregroup.com

Progressive Phone: (440) 910-3605 Contact: Francine Gabreluk Email: francine_gabreluk@progressive.com SERVPRO of Hicksville/Plainview Address: 998 Old Country Rd., Ste 275, Plainview, New York 11803 Phone: (516) 733-1800 Contact: Risa Kluger Email: risa@ServproOfPortJefferson.com

Schnader Harrison Segal & Lewis, LLP Address: One Huntington Quadrangle, Ste 3S02, Melville, NY 11361 Phone: (212) 973-8060 Contact: Richard G. Satin Email: rsatin@schnader.com

Total Restoration Address: 160 Eileen Way, Syosset, NY 11791 Phone: (516) 333-5333 Contact: Dennis Lombardi Email: dennis@totalrestorationinc.com

Tapco Insurance Services Address: 47-40 21st Street 2nd Floor, Long Island City, NY 11101 Phone: (800) 334-5579 Ext 9960 Contact: Carmen McKeon Email: cmckeon@gotapco.com

Travelers Address: 3 Huntington Quadrangle, Melville NY 11747 Phone: (516) 933-3950 Contact: John Farese Email: jfarese@travelers.com

[54]

Advertisers Insurance Companies & Markets Interboro Insurance Group Peter Resnick 155 Mineola Blvd Mineola, NY 11501 Phone: 516-248-1100 Fax: 516-746-1884 Email:presnick@interboroinsuran ce.com www.interboroinsurance.com Magna Carta Companies Lou Masucci 1 Park Avenue New York, NY 10016 Toll Free: 1-888-ONE PARK Phone: 212-591-9500 Fax: 212-591-9621 www.mcarta.com Morstan General Agency Inc. Bob Birner 600 Community Drive PO Box 4500 Manhasset, NY 11030-4500 Phone: 516-488-4747 Fax: 516-437-5050 www.morstan.com

Insurance Services New Empire Group 214 W Park Avenue Long Beach, NY 11561 Phone: 866-431-8100 Fax: 516-431-5351 www.newempiregroup.com NIF Group Michael Orlando Nancy Williams 30 Park Avenue Manhasset, NY 11030 Phone: 516-365-7440 Fax: 516-496-7356 nwilliams@nifgroup.com www.nifgroup.com

Pryor Personnel Agency Patricia Pryor Bonica 147 Old Country Road Hicksville, NY 11801 Phone: 516-935-0100 Fax: 516-931-7842 Email: ppryor1578@aol.com www.ppryor.com

RMS Insurance Brokerage Mark Derrenberger 100 Ring Rd W Suite 200 Garden City, NY 11530 Phone: (516) 742-8585 Email: MDerrenberger@ClubAgency.co m

VISIT US AT WWW.TRICOUNTYAGENTS.COM

[55]